Modera Wealth Management, LLC
Modera Wealth Management, LLC is an independent, fee-only registered investment adviser founded in 2011, headquartered in Westwood, New Jersey, with offices across multiple states. The firm serves individuals, families, retirees, business owners, charitable organizations, and retirement plans, providing wealth management, financial planning, portfolio management, and consulting services. Modera operates in a fiduciary capacity, acts as a fee-only adviser (no commissions or third-party fees), and has grown through strategic acquisitions, including Bromfield Sneider Wealth Advisors and Bay Point Wealth in 2024. As of May 2025, Modera employs 219 professionals.
Investment Strategy
Modera Wealth Management builds cost-effective, broadly diversified portfolios tailored to client objectives. The firm emphasizes comprehensive financial planning and investment management, aiming to achieve target rates of return in line with each client's goals. As fiduciaries, they focus on fee-only compensation to ensure their interests align with client success, avoid product commissions, and provide proactive, conflict-free advice. Their investment philosophy prioritizes diversification, risk management, and close collaboration to support long-term financial security and purposeful wealth outcomes.
Top Holdings
Equity Positions (643)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 6.49% | $524.0M | 1,195,224 | $290.11 | $438.40 | +$86.8M |
V VEA | VANGUARD TAX-MANAGED FDS | 4.02% | $324.8M | 5,697,243 | $46.20 | $57.01 | +$36.2M |
V VIG | VANGUARD SPECIALIZED FUNDS | 3.92% | $316.8M | 1,547,972 | $142.88 | $204.67 | +$30.1M |
V VTV | VANGUARD INDEX FDS | 3.61% | $291.8M | 1,651,080 | $135.31 | $176.74 | +$4.6M |
I IEFA | ISHARES TR | 3.57% | $288.0M | 3,450,389 | $65.35 | $83.48 | +$23.0M |